BUSINESS SOLUTIONS gocjx.com
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One platform.
Every
conversation.

Calls, texts, clients and your team's work in one place. Every conversation lands on the right customer record, so your team spends its day on customers, not on typing.

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Business solutions
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CjX
NW
CL
SJ
Mrs. Sarah Johnson1 XDATE
Account · ACC-482991
CallMessageOpen in SalesforceTrack renewal
Primary phone
(616) 555-0123
Primary email
sarah.johnson@example.com
Mailing
1234 Maple St, Grand Rapids
Last contact
Called · 3 days ago
OverviewInformationNotesActivitiesLogs
CONSENTMessagingMarketingCalling
PERSONAL INFORMATION
Mailing address
1234 Maple St, Grand Rapids, MI 49503
Date of birth
Mar 14, 1978
Last appointment
Aug 22, 2026
Preferred contact
Text
Employer
Riverside Group
Occupation
Operations lead
Client since
Jan 15, 2024
ACTIVITIESView all ›
Follow up on renewal quote
Sam K.
Sep 12
Send policy documents for review
Christian L.
Today
Confirm annual review meeting
Amy R.
Sep 21
APPOINTMENTSView all ›
Annual Policy Review
Fri, Sep 26 · 10:00 AM
Quote Consultation
Wed, Oct 8 · 2:30 PM
New appointment
NOTESView all ›
📌 PINNED · CHRISTIAN L.
Prefers texts before 5pm for anything urgent; wants a courtesy call before we send renewal paperwork.
Sep 12, 2026Sam K.
Confirmed the payment plan is running on the new card. Auto-draft resumes next cycle.
Sep 03, 2026Christian L.
Left voicemail about the umbrella quote. Will try again Thu.
Aug 22, 2026Amy R.
Annual review completed. Renewal packet emailed same day.
Add note
Client3609:41 AMTue, Nov 10
SJSarah Johnson(616) 555-0123
Today
Hi Sarah, your renewal quote is ready. Want me to send it over?
9:12 AM · Delivered
Yes please! Can we go over it Thursday?
9:20 AM
Thursday at 10 works. I booked it and sent a calendar invite.
9:21 AM · Delivered
Perfect, thank you 🙌
9:22 AM
Type a message…
Message
FOR YOUR AGENCY

Business Suite

Calls, texts, Client 360 and your pipeline in one app. Every conversation logs to the right client on its own.

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summitroofing.cjxsite.com
SUMMIT ROOFING CO. ServicesReviewsFree estimate
Roofs done right, the first time. Family owned. Licensed, insured and on time. Get a quoteBook a visit
RepairsNew roofsGutters
SUMMIT ROOFING
QUICK QUOTE Get your free estimate NAMEJordan Reyes PHONE(616) 555-0148 WHAT DO YOU NEED?RepairNew roof Get my quote → We reply within 1 business hour
FOR YOUR CUSTOMERS

Sites

A cjxsite.com website that looks right on every screen, with quotes, referrals and booking built in.

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YOUR ORGANIZATION
Northwind Agency Network
HomeNewsProductsPages
Latest news Q2 carrier rate updates
Posted by Operations · 2h New hire training, May 12
Posted by HR · 1d
Quick buttons FormsTraining CarriersSupport Partners
FOR YOUR ORGANIZATION

Org Intranet

One home for every office: news, pages, carrier partners and quick links, branded for your organization.

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PRODUCT: BUSINESS SUITE

Works with what
you already have

Keep your desk phones

Calls on the desk phones your team already uses show up in CJX, matched to the right customer. Nothing to rewire.

Integrate your stack

Sign in with Microsoft or Salesforce and connect calendars like Calendly and Microsoft 365. CJX fits around the tools you already use.

Every call and text, logged

Conversations attach to the customer record on their own. No copying notes between apps.

Work from anywhere

CJX runs in the browser. Open it on any computer and pick up right where you left off.

One place for your team

Team chat, live status and a shared calendar, so everyone knows who is free and who is on a call.

Secure by default

Single sign-on, two-step sign-in and admin-only controls keep customer data in the right hands.

Every call, text, email and meeting lands on one page for each client, synced from the tools your team already uses.

Salesforce
Microsoft 365
Desk phones
Calendly
Gmail
Google Calendar
Phone Message Client360 Workflow Settings 9:41 AM Tue, Nov 10
Jordan Reyes · Client 360 Synced just now
Call · 4:12 From the desk phone, ext 101
Renewal question Email · Microsoft 365
Review meeting booked Thu 10:30 · Calendly
Account updated Salesforce
PRODUCT: SITES
START CUSTOMIZING YOUR SITE
CJXSITE.COM SITES
FROM $15 PER MONTH
or
you can pay your cousin $500 + $50 monthly
for AI slop...
QUICK QUOTE customer focused intake and lead capturing
REFERRAL PROGRAM Create referral programs to capture leads and track who's speaking highly of your business. APPOINTMENTS Customers can easily book appointments. Either connect your Calendly paid account or your M365 calendar to get started!
SPOTLIGHT · HARBOR & PINE AGENCY
harborandpine.cjxsite.com
HARBOR & PINE HomeCoverageAboutGet a Quote
LOCAL · INDEPENDENT · SINCE 1998 Coverage that comes to you. Home, auto and business plans from people who answer the phone. Get a Quote Book a call
★ 4.9 · 212 Google reviews
Home Auto Business
HARBOR & PINE
Coverage that comes to you. Home, auto and business plans from people who answer the phone. Get a Quote Book a call ★ 4.9 · 212 reviews

OUR MISSION IS YOU

CJX started as our own internal tool. We realized the systems Fortune 500 companies pay a fortune to build were exactly what small and growing businesses needed, so we made them affordable.

Whether you're one person or a hundred, CJX fits what you need, no more and no less, and grows with you as your team does.